Everything you need to provide pricing, win jobs, and manage your sales pipeline.
Quick Links
Create an Estimate
Generate professional quotes for potential work. Break down costs, set pricing, and send to customers for approval.
Convert Quote to Job
Customer accepted your estimate? Transform it into a scheduled job with one click—no re-entering details.
Follow Up on Pending Quotes
Track which estimates haven't been accepted yet. Set reminders to contact customers and close deals.
Common Scenarios
Scenario 1: Customer calls asking "how much for AC replacement?" → Create an Estimate with equipment options, installation labor, and timeline.
Scenario 2: Customer calls back saying "let's do it!" → Convert Quote to Job to schedule the work without re-entering all the details.
Scenario 3: Sent 5 quotes last week, none accepted yet → Follow Up on Pending Quotes to see which customers need a reminder call.
Related Topics
- Scheduling - Book appointments after converting quotes to jobs
- Getting Paid - Invoice customers after completing quoted work
- Customer Information - Find customers to send estimates
Need more help? Visit the Owner Guide for sales strategies and conversion tips.